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Disclosery

Eagle Ridge Investment Management: VZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Eagle Ridge Investment Management on VZ, newest first. How the timeline and the estimate are built.

Eagle Ridge Investment Management held 648,520 VZ shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 648,520 shares
    Change vs previous 13F -2,497 shares

    2.26% of the 13F portfolio, value $25,934,306.

    13F-HR 0001062993-25-001116 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 651,017 shares
    Change vs previous 13F +7,637 shares

    2.56% of the 13F portfolio, value $29,237,163.

    13F-HR 0001062993-24-017890 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 643,380 shares
    Change vs previous 13F +1,724 shares

    2.46% of the 13F portfolio, value $26,532,982.

    13F-HR 0001062993-24-014046 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 641,656 shares
    Change vs previous 13F +784 shares

    2.48% of the 13F portfolio, value $26,923,876.

    13F-HR 0001062993-24-008539 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 640,872 shares
    Change vs previous 13F +30 shares

    2.37% of the 13F portfolio, value $24,160,875.

    13F-HR 0001062993-24-001929 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 640,842 shares
    Change vs previous 13F +4,240 shares

    2.26% of the 13F portfolio, value $20,769,690.

    13F-HR 0001062993-23-019640 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 636,602 shares
    Change vs previous 13F +12,205 shares

    2.49% of the 13F portfolio, value $23,675,229.

    13F-HR 0001062993-23-014973 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 624,397 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $24,282,800.

    13F-HR 0001062993-23-009249 filed by Eagle Ridge Investment Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).